🎉We're mixing flights & finances - Retirement should be savored
Join us on September 18 2025, 5:30 pm at Legacy Hotel in Green Bay
Space is limited, RSVP required by Sept 12
Chart your financial future while enjoying a delicious flight of beer!
Marketplace and Medicare Fundamentals
presented by Diane Woodhead, health insurance agent with Woodhead Insurance
🔷Sept. 18 (RSVP by Sept. 12)
5:30 p.m. | Registration and hors d’oeuvres
6 p.m. | Flights of beer and presentation
🔷Click here to RSVP https://bit.ly/4nisIdE
Hosted by Thrivent Community and Green Bay Financial Group
No products will be sold. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. Diane Woodhead, health insurance agent with Woodhead Insurance and Tori Kluess, attorney with Conway, Olejniczak and Jerry, S.C., are not affiliated with or endorsed by Thrivent. The views expressed in these presentations by Diane Woodhead and Tori Kluess are their own and not necessarily those of Thrivent or its affiliates. Thrivent.com/disclosures.
S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable OutlookProud to be part of a financially strong and stable organization committed to serving clients for the long-term! S&P, an independent rating agency, recently affirmed Thrivent’s AA+ (Very Strong) rating along with a stable outlook. Learn more. ⬇️
A proactive approachIf you want to avoid tax surprises in retirement, it helps to implement tax efficient strategies into your financial plan. George and Judy became Thrivent clients in 1968 to prepare for their financial futures. Learn more about their proactive approach and the different ways you can be more tax efficient.
Is early retirement right for you?Curious how you can start your retirement sooner? Depending on your current income and expenses, it's possible. Here are things to keep in mind when considering if early retirement is right for you. ⬇️
Make the most out of your empty nestIt’s a milestone to celebrate when your children are adults and no longer financially dependent on you. But now what? From rebalancing your budget to reviewing your savings strategy, take a look at these tips to refocus your finances now that your nest is empty.
The benefits of life insurance: What you need to knowThere are 7 key benefits of including life insurance in your overall financial strategy. Want to discuss further? Let's set up time to talk more about your life insurance options.
Spring is a chance to refocus on what’s really important to you. In this season of new beginnings, how can you limit distractions and seek true renewal?
Tax season is the perfect time to reflect on your financial goals and plan ahead. From retirement savings to tax efficient strategies, learn more about managing taxes year-round. >>> https://bit.ly/4htwqyn
Job loss can come with a lot of stress—especially with your finances. Not sure what money moves you should make after getting laid off? This article covers immediate, short- and long-term steps you can take: https://bit.ly/3Vi3z7S
If you’re considering an adjustment to your financial plan due to a change in employment, let’s talk.
Navigating your finances after a spouse passes can be challenging. Social Security survivor benefits may be available to you depending on your age and if you care for a dependent child. Discover more here: https://bit.ly/42XZDNr
Here to connect you or your loved ones to resources that can help.
Are your retirement savings on track?Whether retirement is far off or fast approaching, there are steps you can take to accelerate your savings. One option is to fully fund an IRA by April 15. Here are more ways you can boost your savings.
5 simple retirement planning questions to ask yourselfLiving your best life post-retirement requires planning. Are you on track? Check-in with yourself using these questions. ⬇️
As retirement nears, it’s worth reevaluating your investments. Life changes can shift your goals, and revisiting your risk tolerance could help protect your savings.
Ready to ensure your investments align with your goals? ➡️ https://bit.ly/4hspAZT
Tax tips & pitfalls: What to know to maximize your moneyLooking for ways to optimize your income taxes year-round and helpful tips for navigating tax season? From leveraging charitable contributions to common tax errors to avoid, take a look at this helpful guide. ⤵️
It's never too late to start investing. Whether you're nearing retirement or just beginning to plan, here are some questions to get you started:
1️⃣ What are you investing for?
2️⃣ What is your time horizon?
3️⃣ What is your risk tolerance?
If you’re looking for a professional to help you with your investing strategy, let’s talk.
See thrivent.com/social for important disclosures.
Investing basics: The complete guide for beginnersInvesting may seem complex, but learning the basics can help prepare you to take the next step. From terminology 101 to learning how to assess your risk tolerance, this guide will help give you a foundational understanding of investing.
If you’d like to align your investments with your financial goals, let’s set up a meeting.
A guide to charitable giving strategies & their tax advantagesThere are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.
